Morgan Skenderian, Inc.

Form 5500

MORGAN SKENDERIAN, INC.

4590 Macarthur Blvd. #260, Newport Beach, Ca 92660 (949) 251-8800 EIN:33-0745683 Plan Admin:Ken Morgan

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameMORGAN SKENDERIAN, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,909,593 / $2,238,734	2023	MORGAN SKENDERIAN, INC. CASH BALANCE PLAN - Plan #002	3 / 3	$1,909,593 / $2,238,734
2023	Plan NameMORGAN SKENDERIAN, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$840,250 / $1,171,211	2023	MORGAN SKENDERIAN, INC. 401(K) PROFIT SHARING PLAN - Plan #001	3 / 3	$840,250 / $1,171,211
2022	Plan NameMORGAN SKENDERIAN, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,623,540 / $1,909,593	2022	MORGAN SKENDERIAN, INC. CASH BALANCE PLAN - Plan #002	3 / 3	$1,623,540 / $1,909,593
2022	Plan NameMORGAN SKENDERIAN, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$718,663 / $840,250	2022	MORGAN SKENDERIAN, INC. 401(K) PROFIT SHARING PLAN - Plan #001	3 / 3	$718,663 / $840,250
2021	Plan NameMORGAN SKENDERIAN, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,043,296 / $1,623,540	2021	MORGAN SKENDERIAN, INC. CASH BALANCE PLAN - Plan #002	3 / 3	$1,043,296 / $1,623,540
2021	Plan NameMORGAN SKENDERIAN, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 3 Assets BOY/EOY$457,259 / $718,663	2021	MORGAN SKENDERIAN, INC. 401(K) PROFIT SHARING PLAN - Plan #001	4 / 3	$457,259 / $718,663
2020	Plan NameMORGAN SKENDERIAN, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$801,557 / $1,043,296	2020	MORGAN SKENDERIAN, INC. CASH BALANCE PLAN - Plan #002	3 / 3	$801,557 / $1,043,296
2020	Plan NameMORGAN SKENDERIAN, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$372,557 / $457,259	2020	MORGAN SKENDERIAN, INC. 401(K) PROFIT SHARING PLAN - Plan #001	4 / 4	$372,557 / $457,259
2019	Plan NameMORGAN SKENDERIAN, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$482,157 / $801,557	2019	MORGAN SKENDERIAN, INC. CASH BALANCE PLAN - Plan #002	3 / 3	$482,157 / $801,557
2019	Plan NameMORGAN SKENDERIAN, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$214,987 / $372,557	2019	MORGAN SKENDERIAN, INC. 401(K) PROFIT SHARING PLAN - Plan #001	3 / 3	$214,987 / $372,557